Plumbers & Steamfitters Local #521 Health & Welfare Fund — Form 5500 plan (Plumbers & Steamfitters Local #521 Health & Welfare Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Plumbers & Steamfitters Local #521 Health & Welfare Fund is a benefit plan reported by Plumbers & Steamfitters Local #521 Health & Welfare Fund under EIN 55-0635214 and plan number 501. The latest loaded filing year is 2023. The filing reports 269 participants and $4,221,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plumbers & Steamfitters Local #521 Health & Welfare Fund
- EIN
- 55-0635214
- Plan number
- 501
- Plan type
- 1
- Location
- Ona, WV
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $4,221,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20250714171834NAL0001334865003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,221,329
- Total liabilities (EOY)
- $952,068
- Net assets (EOY)
- $3,269,261
- Net assets (BOY)
- $1,553,456
Income & contributions
- Employer contributions
- $2,743,297
- Participant contributions
- $310,156
- Total contributions
- $3,194,960
- Total income / additions
- $3,548,914
Expenses & distributions
- Benefits paid
- $1,519,670
- Administrative expenses
- $313,439
- Total expenses
- $1,833,109
- Net increase / (decrease)
- $1,715,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Benefit Corporation | NONE | $122,084 | not reported in the loaded dataset | 2023 |
| Anthem Health Plans | NONE | $47,142 | not reported in the loaded dataset | 2023 |
| Harris, Hardin & Company, A.C. | NONE | $15,832 | not reported in the loaded dataset | 2023 |
| Oscorn, Carreiro & Associates, Inc. | NONE | $12,200 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plumbers & Steamfitters Local #521 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Ona, WV
- American Benefit Corporation — Schedule C compensation
- Anthem Health Plans — Schedule C compensation
- Harris, Hardin & Company, A.C. — Schedule C compensation
- Oscorn, Carreiro & Associates, Inc. — Schedule C compensation
- Standard Valuations — Schedule C compensation